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Oct 24, 2012
10/12
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jon fortt who somehow beat me back from california. he's here in the studio today. he's got a first on cnbc interview with mike ballmer, microsoft's ceo, tomorrow morning on "squawk box." >>> on street signs, another great show, we're talking about the housing hopium. we've been right. herb, how can you capitalize is our question here. >>> also ahead, brooklyn is getting yet another professional sports team. we're about to talk about that big news with the woman who helped make the new barclays center in brooklyn a reality. [ male announcer ] this is steve. he loves risk. but whether he's climbing everest, scuba diving the great barrier reef with sharks, or jumping into the market, he goes with people he trusts, which is why he trades with a company that doesn't nickel and dime him with hidden fees. so he can worry about other things, like what the market is doing and being ready, no matter what happens, which isn't rocket science. it's just common sense, from td ameritrade. oh, hey alex. just picking up some, brochures, posters copies of my acceptance speech. great
jon fortt who somehow beat me back from california. he's here in the studio today. he's got a first on cnbc interview with mike ballmer, microsoft's ceo, tomorrow morning on "squawk box." >>> on street signs, another great show, we're talking about the housing hopium. we've been right. herb, how can you capitalize is our question here. >>> also ahead, brooklyn is getting yet another professional sports team. we're about to talk about that big news with the woman who...
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Oct 2, 2012
10/12
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steve in california, steve? >> caller: sunny california beach boo-ya to you from california. >> well, you've got the edge on me. >> caller: right on highway 1. >> all right. >> caller: news corp, they're going to be splitting up maybe. hear that might be a publishing side and entertainment side -- >> 30 bucks, 30 bucks. that's where stephanie link and i think it is headed. she's co-portfolio manager with me. we think there's a $30 number that comes when you break that into the pieces. it's a win. do you yahoo!? i think ceo marisa mayer is what yahoo! needed. i think she has what it takes to turn this company around. particularly when it comes to unlocking value. and the sum of its parts. congratulations, marisa. stay with cramer. >>> coming up, industrial strength, prologis is at the center of the global supply chain. operating a portfolio of distribution centers, warehouses and commercial real estate around the world. tonight, cramer is talking to the ceo to get a real read on the economy. >>> it is time, it's
steve in california, steve? >> caller: sunny california beach boo-ya to you from california. >> well, you've got the edge on me. >> caller: right on highway 1. >> all right. >> caller: news corp, they're going to be splitting up maybe. hear that might be a publishing side and entertainment side -- >> 30 bucks, 30 bucks. that's where stephanie link and i think it is headed. she's co-portfolio manager with me. we think there's a $30 number that comes when you...
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Aug 3, 2012
08/12
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let's go to ed in california. >> this is ed from the rural mountains of northern california. >> i have been there maybe like mount shaster. >> about 30 minutes north. >> beautiful. what's up? >> on yesterday's show you discussed the fed meeting and if i heard you correctly you stated this was a nonevent meeting and the interest rates would stay at these levels. if that is the case i would own in your thought and efforts about researching. i have owned it about the last 18 months and it is yielding 12.6%. do i hold? >> people are worried that annaly will have prepayment risks. people pay down the mortgages. you are in it for the long term. that company has kicked back more capital with share holders than almost any capital i have seen. i say stick with annaly. this market is precarious. i got to ask you a question. why would you layer on more risk? use this test. use the knight capital clorox test. look for consistency. look for kingsfords and kitty litter. don't look for one more brokerage. begins with back pain and a choice. [ male announcer ] this is anna, her long day teaching the p
let's go to ed in california. >> this is ed from the rural mountains of northern california. >> i have been there maybe like mount shaster. >> about 30 minutes north. >> beautiful. what's up? >> on yesterday's show you discussed the fed meeting and if i heard you correctly you stated this was a nonevent meeting and the interest rates would stay at these levels. if that is the case i would own in your thought and efforts about researching. i have owned it about the...
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Jun 20, 2012
06/12
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i'm going to rex in california. >> caller: boo-yah, jim. rex from palm strings. the similar boep bowl is bbep. >> no, i go to better growth products. >> caller: boo-yah. >> nice. boo-yah back. >> caller: florida boo-yah. i want to know agmc, american capital agency? >> it's okay, but they said they kept the distribution only at 17. let's go to joe in ohio. joe. >> caller: hey, jim. i want to thank you for such a great show that you've given us, and i think it's been a wonderful invention. my question is tractor supply. >> this is the short sellers. i think the business model is good and i know the stocks come down a lot but it's a fine growth shop and i stick by tractor supply. i need to go to johnny in california. johnny. >> caller: boo-yah, jimmy! >> what's up? >> caller: i just got married and i'm setting up my i.r.a. would you recommend me taking cm wear or emc. >> i prefer emc. a little less wild, a little less crazy. big data is something that a lot of oracle calls. i want to by e emc. lee in pennsylvania. >> caller: how are you? >> all right, lee. how abou
i'm going to rex in california. >> caller: boo-yah, jim. rex from palm strings. the similar boep bowl is bbep. >> no, i go to better growth products. >> caller: boo-yah. >> nice. boo-yah back. >> caller: florida boo-yah. i want to know agmc, american capital agency? >> it's okay, but they said they kept the distribution only at 17. let's go to joe in ohio. joe. >> caller: hey, jim. i want to thank you for such a great show that you've given us, and i...
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Feb 22, 2012
02/12
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let's go to jesse in california. >> caller: boo-yah, jim. hey, what are your thoughts on rr donnelly and sons? >> driving on 684 this weekend coming from boston. i see a plant and i say i'm going the look into that company and see if there is anything there. there is nothing there. this is a company that literally is a commercial printing company and there is not a lot of commercial printing to go around! i want you to sell. mike in illinois. >> caller: boo-yah, jim. if i buy hanes brands, will i like them? >> no. there are so many good apparel companies. ralph lauren pulling back. those are all superior. stick to best in breed. jackie in new york. jackie. >> caller: boo-yah, jim. this is jackie in brooklyn heights. first-time caller. >> brooklyn heights. i used to live there! >> caller: really? >> yeah. what's up? >> caller: we would like your opinion on regeneron pharmaceuticals. >> a lot of talk that there's new inflammation problem with this drug. until we get that clarified we will let the stock come down. a monster win here. we don't w
let's go to jesse in california. >> caller: boo-yah, jim. hey, what are your thoughts on rr donnelly and sons? >> driving on 684 this weekend coming from boston. i see a plant and i say i'm going the look into that company and see if there is anything there. there is nothing there. this is a company that literally is a commercial printing company and there is not a lot of commercial printing to go around! i want you to sell. mike in illinois. >> caller: boo-yah, jim. if i buy...
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Sep 21, 2012
09/12
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california's general fund is up, and you're also seeing situations where states are sitting down with unions and really working out new ways of working out pensions. that's good to help right now regardless. >> this what do you see for demand for munis? >> it's rising. issuance has been really strong. >> to what do you attribute this? >> after-tax yields and even before-tax yields on municipal bonds are still some of the highest rates that we've seen. so one of the things that we look at is the taxable-to-tax-free ratio, and you can get well over 100% of a taxable investment when you invest in a municipal bond without fact oregon in you'll pay a state tax or even a local tax on a taxable investment. issuers are coming to market because rates are low, and people are still looking to v.money in that. >> there's still a feeling that this is a safe area of the market. >> definitely, and i think that people are looking at investment grade still. most individual investors are investing through funds or through separately managed accounts or through etfs and that's really where i do recommen
california's general fund is up, and you're also seeing situations where states are sitting down with unions and really working out new ways of working out pensions. that's good to help right now regardless. >> this what do you see for demand for munis? >> it's rising. issuance has been really strong. >> to what do you attribute this? >> after-tax yields and even before-tax yields on municipal bonds are still some of the highest rates that we've seen. so one of the...
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Oct 1, 2012
10/12
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steve in california, steve? >> caller: sunny california beach boo-ya to you from california. >> well, you've got the edge on me. >> caller: right on highway 1. >> all right. >> caller: news corp, they're going to be splitting up maybe. hear that might be a publicizing side and entertainment side -- >> 30 bucks, 30 bucks. that's where stephanie lincoln i think is headed. she's coportfolio manager with me. we think there's a $30 number comes when you break that into the pieces. it's a win. do you yahoo!? i think ceo marisa mayer is what yahoo! needed. i think she has what it takes to turn this company around. particularly when it comes to unlocking value. and the sum of the parts. congratulations, marisa. stay with us. >>> coming up industrial strength, prologis is at the center of the global supply chain. operating a portfolio of distribution centers, warehouses and commercial rstate around the world. tonight, cramer is talking to the ceo to get a real read on the economy. i don't spend money on gasoline. i am pr
steve in california, steve? >> caller: sunny california beach boo-ya to you from california. >> well, you've got the edge on me. >> caller: right on highway 1. >> all right. >> caller: news corp, they're going to be splitting up maybe. hear that might be a publicizing side and entertainment side -- >> 30 bucks, 30 bucks. that's where stephanie lincoln i think is headed. she's coportfolio manager with me. we think there's a $30 number comes when you break that...
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Aug 15, 2012
08/12
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they need supply, which means profits for the california and florida-centric home builders. let's go aisle to aisle. craig lanier, these people you count on for all these conference calls. he's giving us the store map to give us the hot spots. lumber, kitchen, appliances, paint, tools, bath, flooring, plumbing. the company got double digit positive numbers, more than 10% year over year. painting, carpet, doors, locks, wood flooring. before we start buying, though, we have to do one more field check and that's whether home depot is going to be ordering again. what does it mean if they have the stuff in their stores. it's not going to help the companies. do they need more supplies? there the answer is a resounding yes. we know for two reasons. one, they give you some granularity of how each month was, and the last month, july, was the strongest month. and the company makes it clear that the inventories are nice and lean, therefore, they haven't overordered so they will have to order as the july strength keeps pace. so let's go through our shopping list. to me when i hear floor
they need supply, which means profits for the california and florida-centric home builders. let's go aisle to aisle. craig lanier, these people you count on for all these conference calls. he's giving us the store map to give us the hot spots. lumber, kitchen, appliances, paint, tools, bath, flooring, plumbing. the company got double digit positive numbers, more than 10% year over year. painting, carpet, doors, locks, wood flooring. before we start buying, though, we have to do one more field...
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May 31, 2012
05/12
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hey, let's go to phyllis in california. phyllis. >> caller: hello, jim. >> yo-yo, phyllis. >> caller: i'm phyllis from sunny san diego. >> i love that. geez, the padres. easy outs. what's up? >> caller: where do you get your energy, jim? >> i get it from my dad and i've got to tell you something, i am really raring to go today. so let's go to work. >> caller: my five are aapl, apple. >> apple. >> caller: abt, abbott labs. csco, cisco. m.e.t., metropolitan life. and sre, sempra energy. what do you think? >> san diego energy company. whoa, whoa, whoa. all right. let's go to work here. phyllis has got a real interesting portfolio. first metlife, terrific insurance company. not my favorite. if i want a pure insurer i'm going to go for aig. sempra energy, great utility with a 4% yield. don't have that. cisco, not my favorite tech. abbott labs splitting into two, fabulous dividend record, definitely a keeper. charitable trust name. apple a charitable trust name. we've got a tech, insurance, energy, drugs, and another tech! no, we
hey, let's go to phyllis in california. phyllis. >> caller: hello, jim. >> yo-yo, phyllis. >> caller: i'm phyllis from sunny san diego. >> i love that. geez, the padres. easy outs. what's up? >> caller: where do you get your energy, jim? >> i get it from my dad and i've got to tell you something, i am really raring to go today. so let's go to work. >> caller: my five are aapl, apple. >> apple. >> caller: abt, abbott labs. csco, cisco....
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Jun 12, 2012
06/12
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john in california. >> caller: boo-yah, jim. this is john from southern california. my stock is nokia. i just wanted to get your opinion. >> chief, there is nothing there. nothing at nokia. every day, jim, isn't samsung going to buy -- i must have had half a dozen people say they're buying it. it is finnish. the finns won't let you buy nokia. john in florida. >> caller: hi, jim. international gaming technology, igt. >> i'm done with it. we don't need that company. if you need to have a casino, las vegas sands. right now you don't need a casino play. ally in new jersey. >> caller: hi, jim. first time caller. >> how are you? >> caller: my stock is black & decker. >> it should be higher. it has some european exposure which is why i had to bolt my charitable trust. even though it's terrific. why? it's got too much europe and no one wants any europe. now i'm going to johnny in texas. >> caller: jim. >> yeah. >> caller: a texas boo-yah. how about f.u.n.? >> one of the ways to have fun is to own f.u.n. we have recommended it repeatedly. it still has a 6% yield. i think buy
john in california. >> caller: boo-yah, jim. this is john from southern california. my stock is nokia. i just wanted to get your opinion. >> chief, there is nothing there. nothing at nokia. every day, jim, isn't samsung going to buy -- i must have had half a dozen people say they're buying it. it is finnish. the finns won't let you buy nokia. john in florida. >> caller: hi, jim. international gaming technology, igt. >> i'm done with it. we don't need that company. if you...
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Jun 11, 2012
06/12
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john in california. >> caller: boo-yah, jim. this is john from southern california. my stock is nokia. i just wanted to get your opinion -- >> chief, there is nothing there. nothing at nokia. every day, jim, isn't samsung going to buy -- i must have had half a million people say they're buying it. it is finnish. the fins won't let you buy nokia. john in florida. >> caller: hi, jim. international gaming technology, igt. >> i'm done with it. we don't need that company. if you need a casino, las vegas sands. right now you don't need a casino play. ali in new jersey. >> caller: hi, jim. first time caller. >> how are you? >> caller: my stock is black & decker. >> it should be higher. it has european exposure which is why i had to bolt my charitable trust. it's terrific. why? it's got too much europe and no one wants europe. now to johnny in texas. >> caller: jim. >> yeah. >> caller: a texas boo-yah. how about f.u.n.? >> one of the ways to have fun is to own f.u.n. we have recommended it repeatedly. it still has a 6% yield. i think buying it. a nice add of domestic securit
john in california. >> caller: boo-yah, jim. this is john from southern california. my stock is nokia. i just wanted to get your opinion -- >> chief, there is nothing there. nothing at nokia. every day, jim, isn't samsung going to buy -- i must have had half a million people say they're buying it. it is finnish. the fins won't let you buy nokia. john in florida. >> caller: hi, jim. international gaming technology, igt. >> i'm done with it. we don't need that company. if...
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May 30, 2012
05/12
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hey, let's go to phyllis in california. phyllis. >> caller: hello, jim. >> yo-yo, phyllis. >> caller: i'm phyllis from sunny san diego. >> i love that. geez, the padres. easy outs. what's up? >> caller: where do you get your energy, jim? >> i get it from my dad and i've got to tell you something, i am really raring to go today. so let's go to work. >> caller: my fav are aapl, apple. >> apple. >> caller: abt, abbott labs. csco, cisco. m.e.t., metropolitan life. and sre, sempra energy. what do you think? >> san diego energy company. whoa, whoa, whoa. all right. let's go to work here. phyllis has got a real interesting portfolio. first metlife not a terrific insurance company. if i want a pure insurer i'm going to go for aig. sempra energy, great utility with a 4% yield. not don't have that. cisco not my favorite tech. abbott labs splitting into two, fabulous dividend record, definitely a keeper. charitable trust name. apple a charitable trust name. we've got a tech, insurance, energy, drugs, and another tech! no, we're not go
hey, let's go to phyllis in california. phyllis. >> caller: hello, jim. >> yo-yo, phyllis. >> caller: i'm phyllis from sunny san diego. >> i love that. geez, the padres. easy outs. what's up? >> caller: where do you get your energy, jim? >> i get it from my dad and i've got to tell you something, i am really raring to go today. so let's go to work. >> caller: my fav are aapl, apple. >> apple. >> caller: abt, abbott labs. csco, cisco. m.e.t.,...
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Mar 2, 2012
03/12
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let's go to frank in california. frank. >> caller: boo-yah, mr. jim. frank from california. thank you for the show. i'm looking at applied materials, amat, torn between -- >> no, no. look but don't pull the trigger. applied materials made a solar bet. that turned out to be not so great. their regular equipment is just okay. i like the semiconductors, but that yield is not that high. i say ixna on that, and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> the lightning round is sponsored by td ameritrade. >> they bumped off shattner faster than you can put in the mind-controlling ear wig in the ear. by far the best in the star trek line. >> khan! >> remember, shattner's nickname was -- ♪ priceline negotiator >> it's what he would have wanted. >> bubbles, someone has to be blowing bubbles the whole time. it's got to be a bubble, doesn't it? through bubbles. bubble-icious to the extreme. what about some of the interns back there. is all of this bubble speak is merited? yeah. bubbles. ♪ >> hey, under armour. >> i am -- then again, i'm a pro
let's go to frank in california. frank. >> caller: boo-yah, mr. jim. frank from california. thank you for the show. i'm looking at applied materials, amat, torn between -- >> no, no. look but don't pull the trigger. applied materials made a solar bet. that turned out to be not so great. their regular equipment is just okay. i like the semiconductors, but that yield is not that high. i say ixna on that, and that, ladies and gentlemen, is the conclusion of the lightning round. [...
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Nov 2, 2012
11/12
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help on the way from the west coast, from california. dozens of power trucks loaded on to giant air force cargo planes to help with power restoration. those things amazingly flying across the country all the way from california. the situation remains desperate in many neighborhoods in the tri-state area. these are pictures from this morning on staten island. there is virtually no power on the island. destruction is widespread. the secretary of homeland security janet napolitano will visit today. staten island is where the new york marathon will start on sunday. more subway service returning to manhattan, but not below 42nd street where power is still out in wide parts of the city south of that parallel. city officials say they may have to evacuate the marine life from the massive new york city aquarium based in brooklyn. the death toll from the storm nearing the 100 mark. despite the damage in atlantic city, that town's famous casinos are open again and they are conflicting reports about when power will be restored in manhattan. hundreds
help on the way from the west coast, from california. dozens of power trucks loaded on to giant air force cargo planes to help with power restoration. those things amazingly flying across the country all the way from california. the situation remains desperate in many neighborhoods in the tri-state area. these are pictures from this morning on staten island. there is virtually no power on the island. destruction is widespread. the secretary of homeland security janet napolitano will visit...
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Mar 3, 2012
03/12
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ronald in california. ronald. >> caller: boo-yah, jim, from california. >> good to have you. >> caller: what do you think of boardwalk pipeline -- >> oh, jeez. of all the stocks we talked about today, that's the one that's the best. it's got a good yield. it's a very solid company. i have known it for many years. i was buying it aggressively here. let's go to louis in north carolina. louis. >> caller: boo-yah, jim. >> boo-yah. >> caller: from the home state of the tar heels and the blue devil, how are you? >> love the blue devils. i'm doing good. how are you, chief? >> caller: fantastic. i need your opinion on the management on the one or two-year lease on this company, lincoln national, lnc. >> i got the same feeling about the lincoln national that i have about the eagles right now, which is like, you know what, wait till next year. i don't like the lincoln national management. they still think that we're not good and i'm not sure that you want to play. you want safety in insurance. go to travelers. let's
ronald in california. ronald. >> caller: boo-yah, jim, from california. >> good to have you. >> caller: what do you think of boardwalk pipeline -- >> oh, jeez. of all the stocks we talked about today, that's the one that's the best. it's got a good yield. it's a very solid company. i have known it for many years. i was buying it aggressively here. let's go to louis in north carolina. louis. >> caller: boo-yah, jim. >> boo-yah. >> caller: from the home...
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Mar 1, 2012
03/12
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nathan in california. you're our first caller. what have you got for me? >> caller: boo-yah to ya, cramer. >> sweet. >> caller: i've got caterpillar, alcoa, american capital agency, morgan stanley, and waste management. am i diversified, cramer? >> it's killing me. anyway, we've got morgan stanley, a financial, waste management, garbage disposal, american capital, that's a financial reit doing well and we have an industrial. we have an industrial, a financial, the waste, you know, no, that's machinery and that's finance. that's perfect and you've got yield coming to you too for waste. how about jeff in florida, please? jeff? >> caller: hi, jim, big warm boo-yah from florida. >> all right, sunshine, hit me. >> caller: i've got 15% in gld, my top five stocks above that are disney, etp, 3m, n.a.t., and slrc, solar capital. >> oh, really? boy, you've got some good ones. you've got good yield. gld down hideously today. we let it settle and do some buying for those who don't have -- who need to get up in the position because it's been a great win, it's not going
nathan in california. you're our first caller. what have you got for me? >> caller: boo-yah to ya, cramer. >> sweet. >> caller: i've got caterpillar, alcoa, american capital agency, morgan stanley, and waste management. am i diversified, cramer? >> it's killing me. anyway, we've got morgan stanley, a financial, waste management, garbage disposal, american capital, that's a financial reit doing well and we have an industrial. we have an industrial, a financial, the waste,...
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Feb 29, 2012
02/12
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eye 168
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nathan in california. you're our first caller. what have you got for me? >> caller: boo-yah to ya, cramer. >> sweet. >> caller: i've got caterpillar, alcoa, american capital agency, morgan stanley, and waste management. am i diversified, cramer? >> it's killing me. anyway, we've got morgan stanley, a financial waste management, garbage disposal, american capital, that's a financial reit doing well and we have an industrial. we have an industrial, a financial, the waste, you know, no, that's machinery and that's finance. that's perfect and you've got yield coming to you too for waste. how about jeff in florida, please? jeff? >> caller: hi, jim, big warm boo-yah from florida. >> all right, sunshine, hit me. >> caller: i've got 15% in gld, my top five stocks above that are disney, etp, 3m, n.a.t., and slrc, solar capital. >> oh, really? boy, you've got some good ones. you've got good yield. gld down hideously today. we let it settle and do some buying for those who don't have -- who need to get up in the position because it's been a great win it's not going a
nathan in california. you're our first caller. what have you got for me? >> caller: boo-yah to ya, cramer. >> sweet. >> caller: i've got caterpillar, alcoa, american capital agency, morgan stanley, and waste management. am i diversified, cramer? >> it's killing me. anyway, we've got morgan stanley, a financial waste management, garbage disposal, american capital, that's a financial reit doing well and we have an industrial. we have an industrial, a financial, the waste,...
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Oct 29, 2012
10/12
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it is a california based utility. they're in northern and central california so they don't have to worry as much about any kind of storm impact obviously here. there is a pg and e which is the east coast one, different company. so watch -- or sse and g. watch pg&e when we open up wednesday, hopefully thursday. >>> moving along to burger king, revenues were hurt. we've heard this refrain many times this earnings season by a stronger dollar. these multi-nationals are getting slammed by a stronger dollar. do you get more pang for your buck? >> not apparently with the dollar -- maybe you do. >>> third quarter net income fell 83% or 2 cents per share compared to 11 cents per share last year. adjusted results topped expectations. much of the revenue hit came from selling company owned stores. back to franchisees. herb greenberg who is apparently going to call in to the show will have more on the dividend angle of burger king. l >>> keep an eye on four guys. they are planning to release their earnings tomorrow as scheduled.
it is a california based utility. they're in northern and central california so they don't have to worry as much about any kind of storm impact obviously here. there is a pg and e which is the east coast one, different company. so watch -- or sse and g. watch pg&e when we open up wednesday, hopefully thursday. >>> moving along to burger king, revenues were hurt. we've heard this refrain many times this earnings season by a stronger dollar. these multi-nationals are getting slammed...
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Dec 7, 2012
12/12
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let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan in it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know what? here's what we're going to do with fran, because i read the numbers, like you, i saw -- because i wasn't on the conference call. but i read the numbers. i said better than expected top line, better than expected earnings. how much will the stock be up? and the stock was down. what that means is i owe you an explanation and i will come up with one for fran next week. hope for the best. but when you're dealing with washish, prepare for the worst. pay close attention to the talk shows on sunday and the roundup monday. only washington would listen. here's my call to you. no vacation without legislation. "mad money" will
let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan in it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know...
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Dec 8, 2012
12/12
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let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan, it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know what? here's what we're going to do with fran, because i read the numbers, like you, i saw -- because i wasn't on the conference call. but i read the numbers. i said better than expected top line, better than expected earnings. how much will the stock be up? and the stock was down. what that means is i owe you an explanation and i will come up with one for fran next week. hope for the best. but when you're dealing with washington, prepare for the worst. pay close attention to the talk shows on sunday and the roundup monday. if only washington would listen. here's my call to you. no vacation without legislation. "mad money" w
let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan, it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know...
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Dec 8, 2012
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let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan in it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know what? here's what we're going to do with fran, because i read the numbers, like you, i saw -- because i wasn't on the conference call. but i read the numbers. i said better than expected top line, better than expected earnings. how much will the stock be up? and the stock was down. what that means is i owe you an explanation and i will come up with one for fran next week. hope for the best. but when you're dealing with washington, prepare for the worst. pay close attention to the talk shows on sunday and the roundup monday. only washington would listen. here's my call to you. no vacation without legislation. "mad money" wi
let's go to bob in california, please, bob. >> caller: boo-yah, jim. >> boo-yah, bob. >> caller: what's wrong with fan in it's down again today after their decent earnings report. is there a possible the new ceo's performance causing a wait and see attitude in spite a spectacular performance in sales and profits? unusual in many retail stocks to see many new store openings and healthy profits going on simultaneously. fran seems to be able to do it. >> i know. you know...
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Oct 9, 2012
10/12
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david einhorn last week shorted chipotle, but the chain has a large exposure in california and a devoted following. >> chipotle is incredible. all organic. >> better ingredient. >> what change i would make to chipot chipotle? i would get bacon for the burr receipt snows. >> my family and friends eat at chipotle, they got me onto t. >> yes, all that's missing is bacon in the burritos. duncan and mcdonald's are at risk, believing both had a slow down in same-store sales for q 3. they expect that to continue in the fourth quarter and the perhaps beyond with tough costs. and then this eye-popping line, guys you can goldman thinks the outlook is better for casual dining chain like cheesecake, citing "lower food costs." yes, simon, it says lower food costs here. i haven't seen that line in a while. back to to you. >> no, jane. we should mention alcoa, of course, also reporting tonight. >>> to housing, sales are up. we know prices are up and mortgage rates are also at record lows but what about the overhang of foreclosures in housings? questions about appraisals and whether, of course, credit a
david einhorn last week shorted chipotle, but the chain has a large exposure in california and a devoted following. >> chipotle is incredible. all organic. >> better ingredient. >> what change i would make to chipot chipotle? i would get bacon for the burr receipt snows. >> my family and friends eat at chipotle, they got me onto t. >> yes, all that's missing is bacon in the burritos. duncan and mcdonald's are at risk, believing both had a slow down in same-store...
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Oct 12, 2012
10/12
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this is common in california. >> so california is a big marketplace. >> i think it's very interesting. the u.s. government's already looking at having different servicing fees for different states, for example, judicial state where you can't foreclose. well that problem is the same for fannie and freddie as it is for a bank and if they can't get a hold of collateral on a loan, do you want to write production in that state, do you want to have different servicing fees and california is a nightmare. most people in the industry today do not understand what she's done. let me give you another example. say you get foreclosed in california. year goes by, house prices go up, you as the former debtor go back and sue the lender for personal injury under california law and most banks do not understand this. >> one comment the cfo at wells fargo tim sloan made comments. he pointed out the economic and interest rate environments continue to present challenges for us in our industry. what do you think about the financials? >> they made less, the net interest margins shrunk. >> and same with jp, th
this is common in california. >> so california is a big marketplace. >> i think it's very interesting. the u.s. government's already looking at having different servicing fees for different states, for example, judicial state where you can't foreclose. well that problem is the same for fannie and freddie as it is for a bank and if they can't get a hold of collateral on a loan, do you want to write production in that state, do you want to have different servicing fees and california...
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Nov 14, 2012
11/12
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today, california is set to unveil a new attempt to limit greenhouse gases. the state is going to be holding its first sale of carbon emissions permits. experts say it's a landmark experiment that california hopes will serve as a model for other u.s. states and the federal government. a new survey finds that families are at odds over financial planning. fidelity investments finds that sharply conflicting expectations between older parents and their adult children. among the survey results. 24% of adult children expect they will have to help their parents financially at some point, yet 97% of parents don't expect to need help. that's a oble nearly all of older parents and their grown children disagreed on whether a child will take care of their parents if they become ill, and adult children underestimate the value of their parents' estate by more than $100,000 on average. i think that's an issue across the country. do you want to counter that? >> no, not really. >> how are your parents? my parents are doing great. >> mine are gone. i got some new parents, actu
today, california is set to unveil a new attempt to limit greenhouse gases. the state is going to be holding its first sale of carbon emissions permits. experts say it's a landmark experiment that california hopes will serve as a model for other u.s. states and the federal government. a new survey finds that families are at odds over financial planning. fidelity investments finds that sharply conflicting expectations between older parents and their adult children. among the survey results. 24%...
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Nov 1, 2012
11/12
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people have no electricity, running water, the source of what it is here and if you're watching us in california, the midwest, you probably don't get it. i think when you think about it, this may in fact if he goes ahead with this, be the biggest disaster of his entire 12 years. >> you're talking about draining the city of resources that could be used elsewhere. explain the soul train screen behind you at your desk. >> that was the passing of don cornielias, somebody helped me put that up there and it's still up there. >> a nice tribute to an amazing man. that means we're going to watch you dance in the future. let's get a quick flash from bertha coombs. >> conway, the truck leasing company says it's too early to tell, but pre sandy on monday and tuesday, their volumes were down significantly and that is going to have an impact. 9 to 10% compared to same days in october last year. they're not sure how much they might see a pick-up following sandy as we see things start to pick-up and extra supplies start to come in. a lot of companies trying to sort that out. >> yes, gm saying they're still tryi
people have no electricity, running water, the source of what it is here and if you're watching us in california, the midwest, you probably don't get it. i think when you think about it, this may in fact if he goes ahead with this, be the biggest disaster of his entire 12 years. >> you're talking about draining the city of resources that could be used elsewhere. explain the soul train screen behind you at your desk. >> that was the passing of don cornielias, somebody helped me put...
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Oct 10, 2012
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they don't have win thor in california. the change comes two days after governor jerry brown authorized its sale to tame skyrocketing retail gasoline prices. >> it's not helping yet. the wholesale prices have been coming down on this news, but i think yesterday the average was $4.67 a gallon still for the state of california at the pump. >> let's talk about microsoft. microsoft ceo steve ballmer has signalled a new direction. he's pointing to hardware and online services as its future, taking a page from longtime rival apple. he suggests microsoft may eventually build its new phones. >> that's a big shift. >> it's a huge shift for them to get into real hardware. they did make one of the -- i don't know if it was the surface or -- one of the prototypes for their tablet is manufactured by them. and it may be ultimately that you need to actually do the software. >> the software gets stolen by china and all these other places. they don't pay for it. so i guess you eventually want to shift to where -- >> i think that's part of i
they don't have win thor in california. the change comes two days after governor jerry brown authorized its sale to tame skyrocketing retail gasoline prices. >> it's not helping yet. the wholesale prices have been coming down on this news, but i think yesterday the average was $4.67 a gallon still for the state of california at the pump. >> let's talk about microsoft. microsoft ceo steve ballmer has signalled a new direction. he's pointing to hardware and online services as its...
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Mar 27, 2012
03/12
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many say it's always warm in california and their claims haven't budged much. set to release tomorrow. a true picture that seasonalities distorted the general number? these are the issues of traders. look at a two-day chart. below yesterday's yields and since the 13th fed meeting, the cause of rates moving higher, we have been in a range. the upper end defined by 240 in the 10-year note yield. back to you. >> fabulous, rick. thanks a lot. check out the latest news in energy and metals. still controlling. sharon eper son at the nigh mention. go ahead. >> below 220. we have oil that's range bound but the upward momentum is where i'm standing here. we have gold prices that look like perhaps $1,700 ounce level once again. options expiration. volatility in the gold options pit and a lot of momentum from the futures, as well. particularly after the surge of yesterday on the bernanke comments. we are looking at gold, up about 70 bucks since thursday. that is where the momentum is in the metal space and pretty much in the commodities market right now. copper after a pr
many say it's always warm in california and their claims haven't budged much. set to release tomorrow. a true picture that seasonalities distorted the general number? these are the issues of traders. look at a two-day chart. below yesterday's yields and since the 13th fed meeting, the cause of rates moving higher, we have been in a range. the upper end defined by 240 in the 10-year note yield. back to you. >> fabulous, rick. thanks a lot. check out the latest news in energy and metals....
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Sep 21, 2012
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>> remember how california was to get the beatles? >> on itunes. >> is it bigger than the beatles? i've tried to get beatles tickets, but i was too young. >> i still can listen to the beatles every day and enjoy it. >> incredible. >> jobs didn't like the single act, didn't like rubber soul, didn't like resolver. probably didn't like the single album. he liked sergeant pupper, though. >> he was a tamborine. >> i'll tell you, i still want to get his boot legs. >> of dillon? >> of dillon. >> worthy of your attention, what does he think about it? stick around for the answer. his mad dash is up next. much more "squawk on the street," straight ahead. humans. even when we cross our "t"s and dot our "i"s, we still run into problems -- mainly other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't go up due to your first accident, and new car replacement, where if you total your new car, we give you the money for a new one. call... to talk to an insurance expert about everything else that co
>> remember how california was to get the beatles? >> on itunes. >> is it bigger than the beatles? i've tried to get beatles tickets, but i was too young. >> i still can listen to the beatles every day and enjoy it. >> incredible. >> jobs didn't like the single act, didn't like rubber soul, didn't like resolver. probably didn't like the single album. he liked sergeant pupper, though. >> he was a tamborine. >> i'll tell you, i still want to get his...
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Apr 10, 2012
04/12
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california's $2 billion citrus industry is under attack. the culprit? a small bug that feeds on fruit and carries a disease that kills citrus treed. -- trees. a 93-mile area is already under quarantine, no fruits are allowed in or out for the next two years. the bug carries a disease that kills the tree's vascular system. that's terrible. >> it is terrible. if you have comments or questions about anything you see here on "squawk," send us an e-mail. you can follow us on twitter @squawkcnbc is the handle. coming up, how small business owners are feeling about the stay of the economy when "squawk" returns. >>> coming up, a man who needs little introduction. billionaire donald trump join us us for another edition of "trump tuesday." politics and business collide right here on "squawk box." duff & phelps finds the sweet spot that powers sound decisions. duff & phelps financial advisory and investment banking services. omnipotent of opportunity. you know how to mix business... with business. and you...rent from national. because only national lets you choose
california's $2 billion citrus industry is under attack. the culprit? a small bug that feeds on fruit and carries a disease that kills citrus treed. -- trees. a 93-mile area is already under quarantine, no fruits are allowed in or out for the next two years. the bug carries a disease that kills the tree's vascular system. that's terrible. >> it is terrible. if you have comments or questions about anything you see here on "squawk," send us an e-mail. you can follow us on twitter...
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Apr 30, 2012
04/12
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there was another piece about apple moving something to reno to from california because -- so they don't connect the dots there that, wow, money avoids -- none of that comes out of the "new york times." all they do is -- >> no, no, no. >> the whole point of the apple piece was to blame -- >> i actually thought the piece was pretty fair. but let me say one thing on the reno. >> and we know how you like fairness. >> reno, nevada issue. >> nevada. it is not nevada in any way shape or form anywhere. >> okay. in that case again, though, it's not that they're moving -- this goes back on moving people. they're not moving the people to nevada, right, they're moving like five people to nevada so they can get the better tax rate. >> but california is not a good place to do any type of business p. >> i agree. and yet automatic of the ds all last week said i have to do business in silicon valley. >> do you agree tax competition is a good thing? >> i think i do. >> tax rates are gone down over the last 30 years. >> are you following me on twitter? so you didn't see -- you know what happened to me. th
there was another piece about apple moving something to reno to from california because -- so they don't connect the dots there that, wow, money avoids -- none of that comes out of the "new york times." all they do is -- >> no, no, no. >> the whole point of the apple piece was to blame -- >> i actually thought the piece was pretty fair. but let me say one thing on the reno. >> and we know how you like fairness. >> reno, nevada issue. >> nevada. it...
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Sep 21, 2012
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and i don't have to wait 17 extra hours to get it in california. >> very democratic. of course not everyone is so thrilled with the apple release. at 6:20, we will talk to one company that sells accessories to apple products. it says it is being hurt by the new iphone. and if you haven't heard that, wait until you hear about some of the issues with the maps. big story on the "wall street journal" today. also on squawk this morning, a rare interview with ray dalio. andrew caught up with him in new york. we will bring you parts of that conversation in just a moment. and speaking of the fed and the economy, we have two of the most quoted voices on the topics with us onset this morning. pimco ceo mohamed el-erian and stanford professor john taylor. so a pakd lied line up. but first back over to joe for the today's top headlines. >> i was standing over there to pretends i'm -- you know what i think happened, i think he got the iphone 5 and is using their map. >> i think so. there was a tweet that was very funny this morning. they said all of you people waiting for your new
and i don't have to wait 17 extra hours to get it in california. >> very democratic. of course not everyone is so thrilled with the apple release. at 6:20, we will talk to one company that sells accessories to apple products. it says it is being hurt by the new iphone. and if you haven't heard that, wait until you hear about some of the issues with the maps. big story on the "wall street journal" today. also on squawk this morning, a rare interview with ray dalio. andrew caught...
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Oct 31, 2012
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it says it's having generators shipped in from california so they can send those along the east coast. of course sandy also impacted potsville. a number of employees here have been without electricity. so they've had to work around their schedules in order to staff the overtime needed to help with the recovery effort. and also lowe's has been reaching out and putting some of their staff in hotel rooms again because they've been without electricity for a couple of days now. back to you. >> thanks, mary. appreciate it very much. with the ports closed, tankers set to deliver crude are being kept out. and joining us now on the "squawk" news line, the president of marine technologies for mid ocean tanker company and alternative capital management motc's tanker, the american phoenix was scheduled to arrive into new york harbor yesterday to deliver 325,000 barrels of sweet texas crude, but it's still on the way. robert, when is that going to get here? >> right now, we're looking at an eta of the first of november around 0400. the ship has had to stay approximately 600 miles behind the storm
it says it's having generators shipped in from california so they can send those along the east coast. of course sandy also impacted potsville. a number of employees here have been without electricity. so they've had to work around their schedules in order to staff the overtime needed to help with the recovery effort. and also lowe's has been reaching out and putting some of their staff in hotel rooms again because they've been without electricity for a couple of days now. back to you. >>...
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Nov 5, 2012
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you're in california. is there any businesses left at all in that state? >> there are quite a few. go to silicon valley, los angeles, san francisco. this is still the engine of innovation for the u.s. economy. >> they're making it tough on you. >> we could be doing better, that's true. >> so neel, when you say that this does lift some immediate uncertainty but you're not sure what it means beyond that, what do you think the market does between now and the end of the year, let's say? maybe not this week but between now and the end of the year under a reelected president obama or under a newly elected mitt romney? >> well, i think under reelected president obama, i would expect to see volatility increase especially as it relates around the fiscal cliff. we need to see them come together, divided government needs to work together. they have not worked together very well over the past couple years so the markets will take a wait and see approach and there's a good chance there will be fighting and brinkmanship until the last second for the fiscal cliff. republican sweep it's more likel
you're in california. is there any businesses left at all in that state? >> there are quite a few. go to silicon valley, los angeles, san francisco. this is still the engine of innovation for the u.s. economy. >> they're making it tough on you. >> we could be doing better, that's true. >> so neel, when you say that this does lift some immediate uncertainty but you're not sure what it means beyond that, what do you think the market does between now and the end of the...
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Oct 24, 2012
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what a beautiful day it looks like in california. >>> facebook bouncing back, can it prove itsity itcritics wron the long run? >>> and a wall street trading legend, hedge fund guru tpg-axon's dinakar singh. we're back after a short break. , or jumping into the market, he goes with people he trusts, which is why he trades with a company that doesn't nickel and dime him with hidden fees. so he can worry about other things, like what the market is doing and being ready, no matter what happens, which isn't rocket science. it's just common sense, from td ameritrade. >>> shares of facebook soaring on track for their best percentage gain in their short life as a public company, beating third quarter expectations, showing they can make some money from mobile advertising. there's a look at the shares at 23.85. michael packard is an analyst at web bush securities, had a bye rating on the stock since before the ipo and michael you almost apologized to investors for wanting to buy the stock so early on, riding it through the summer. is today your moment to shine in the sun? is this today your make good
what a beautiful day it looks like in california. >>> facebook bouncing back, can it prove itsity itcritics wron the long run? >>> and a wall street trading legend, hedge fund guru tpg-axon's dinakar singh. we're back after a short break. , or jumping into the market, he goes with people he trusts, which is why he trades with a company that doesn't nickel and dime him with hidden fees. so he can worry about other things, like what the market is doing and being ready, no matter...
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Aug 13, 2012
08/12
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part of that here fueled again by shortages of that refinery fire in california is going to cause a big accident. and then, of course, the ethanol price move-up over the last month. we're seeing a little bit of an ease-up in terms of grain prices. we had a little bit of rain over the weekend, but nonetheless folks are still watching the corn crop yield continue to fall. back to you. >> yeah, the corn crop report on friday, not good news. bob pisani is on set. we were talking if political tea leaf reading was a sport, we've got go to the hmos for that. >> ryan's plan is getting a lot of attention. it would benefit hmos, particularly companies in the medicare advantage area. the important here is what's going on overall with them. let me make sure i've got my microphone on. that's always helpful. the important thing is with the hmo plans, representative ryan's plan would push more into the private care area. in theory, that would be ben foishl the hmos. why are they all down, i guess is the big question, particularly companies in areas like humana and unitedhealth. i think you have to jux
part of that here fueled again by shortages of that refinery fire in california is going to cause a big accident. and then, of course, the ethanol price move-up over the last month. we're seeing a little bit of an ease-up in terms of grain prices. we had a little bit of rain over the weekend, but nonetheless folks are still watching the corn crop yield continue to fall. back to you. >> yeah, the corn crop report on friday, not good news. bob pisani is on set. we were talking if political...
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Oct 30, 2012
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the earthquakes in california. i have to tell you what i saw last night in downtown manhattan, what went on in the south shore of long island, were some of the worst conditions that i had seen. the hudson river downtown manhattan was literally pouring in to the ground zero site with such a force that we were worried about the structure of the pit itself. joe lhoda and i just happened to run into each other in downtown manhattan, and when i tell you the hudson river was pouring into the brooklyn battery tunnel like a river at high velocity so it was a frightening site, and while the hudson river was coming over from the west, the east river was coming over from the east, and -- and the amount of water and the acceleration and the rising of the river was really -- was really frightening. and the response of the responders i tell you was as courageous as anything i've seen because it was frightening, it was truly frightening, and when every instinct in your body is telling you to take to you a place of safety and run
the earthquakes in california. i have to tell you what i saw last night in downtown manhattan, what went on in the south shore of long island, were some of the worst conditions that i had seen. the hudson river downtown manhattan was literally pouring in to the ground zero site with such a force that we were worried about the structure of the pit itself. joe lhoda and i just happened to run into each other in downtown manhattan, and when i tell you the hudson river was pouring into the brooklyn...
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Oct 29, 2012
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for price fixing not just the office of fair trading in united kingdom but this class action now in california. >> the class actions really started after the oft. we're working with them. in general we think that online travel agencies bring much more choice to customers. we have over 160,000 hotels. 200 airlines. we want to give choice variety to consumers and we'll be working with authorities on this case going forward. >> something we talk often about is movement to mobile devices for so many businesses. we talked to the gentleman that runs the weather company. what about your customer base. is it moving to mobile devices to make reservations and things of that nature? >> very much so. very much so. what we're seeing is a different kind of customer coming mobile. that's the last-minute booker. you used to have a situation where you drive into town and if you didn't have a reservation you look for a sign and see what rates are. now consumers look down to their smartphones and looking to book a hotel last minute. what we're also doing is giving hotels special opportunities to reach these last
for price fixing not just the office of fair trading in united kingdom but this class action now in california. >> the class actions really started after the oft. we're working with them. in general we think that online travel agencies bring much more choice to customers. we have over 160,000 hotels. 200 airlines. we want to give choice variety to consumers and we'll be working with authorities on this case going forward. >> something we talk often about is movement to mobile...